Luxor Capital Group, LP Buys Liberty Global PLC, IAC/InterActiveCorp, Carvana Co, Sells Alphabet Inc, Clarivate Analytics PLC, HUYA Inc

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Nov 15, 2019
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New York, NY, based Investment company Luxor Capital Group, LP (Current Portfolio) buys Liberty Global PLC, IAC/InterActiveCorp, Carvana Co, Amazon.com Inc, Pegasystems Inc, sells Alphabet Inc, Clarivate Analytics PLC, HUYA Inc, Zoom Video Communications Inc, PowerShares QQQ Trust Ser 1 during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Luxor Capital Group, LP. As of 2019Q3, Luxor Capital Group, LP owns 34 stocks with a total value of $1.7 billion. These are the details of the buys and sells.

For the details of Luxor Capital Group, LP's stock buys and sells, go to https://www.gurufocus.com/guru/luxor+capital+group%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of Luxor Capital Group, LP
  1. IAC/InterActiveCorp (IAC) - 1,407,001 shares, 17.66% of the total portfolio. Shares added by 52.66%
  2. Liberty Global PLC (LBTYK) - 10,044,240 shares, 13.76% of the total portfolio. Shares added by 275.12%
  3. Pegasystems Inc (PEGA) - 3,283,315 shares, 12.87% of the total portfolio. Shares added by 24.24%
  4. Amazon.com Inc (AMZN) - 66,975 shares, 6.70% of the total portfolio. Shares added by 69.97%
  5. Retail Value Inc (RVI) - 2,994,142 shares, 6.39% of the total portfolio.
New Purchase: Carvana Co (CVNA)

Luxor Capital Group, LP initiated holding in Carvana Co. The purchase prices were between $57.91 and $84.61, with an estimated average price of $71.87. The stock is now traded at around $78.00. The impact to a portfolio due to this purchase was 4.74%. The holding were 1,248,026 shares as of .

New Purchase: M.D.C. Holdings Inc (MDC)

Luxor Capital Group, LP initiated holding in M.D.C. Holdings Inc. The purchase prices were between $33.01 and $43.1, with an estimated average price of $37.87. The stock is now traded at around $38.59. The impact to a portfolio due to this purchase was 1.52%. The holding were 614,375 shares as of .

New Purchase: iShares Russell 2000 Growth ETF (IWO)

Luxor Capital Group, LP initiated holding in iShares Russell 2000 Growth ETF. The purchase prices were between $189.57 and $204.68, with an estimated average price of $197.9. The stock is now traded at around $202.52. The impact to a portfolio due to this purchase was 0.95%. The holding were 85,672 shares as of .

New Purchase: iShares Russell 2000 ETF (IWM)

Luxor Capital Group, LP initiated holding in iShares Russell 2000 ETF. The purchase prices were between $144.34 and $157.35, with an estimated average price of $152.2. The stock is now traded at around $158.10. The impact to a portfolio due to this purchase was 0.83%. The holding were 95,635 shares as of .

New Purchase: KB Home (KBH)

Luxor Capital Group, LP initiated holding in KB Home. The purchase prices were between $25.27 and $34, with an estimated average price of $27.97. The stock is now traded at around $34.58. The impact to a portfolio due to this purchase was 0.64%. The holding were 325,217 shares as of .

New Purchase: CBL & Associates Properties Inc (CBL)

Luxor Capital Group, LP initiated holding in CBL & Associates Properties Inc. The purchase prices were between $0.8 and $1.69, with an estimated average price of $1.04. The stock is now traded at around $1.44. The impact to a portfolio due to this purchase was 0.52%. The holding were 6,935,102 shares as of .

Added: Liberty Global PLC (LBTYK)

Luxor Capital Group, LP added to a holding in Liberty Global PLC by 275.12%. The purchase prices were between $23.79 and $27.51, with an estimated average price of $26.06. The stock is now traded at around $21.82. The impact to a portfolio due to this purchase was 10.09%. The holding were 10,044,240 shares as of .

Added: IAC/InterActiveCorp (IAC)

Luxor Capital Group, LP added to a holding in IAC/InterActiveCorp by 52.66%. The purchase prices were between $217.97 and $260.66, with an estimated average price of $238.96. The stock is now traded at around $220.07. The impact to a portfolio due to this purchase was 6.09%. The holding were 1,407,001 shares as of .

Added: Amazon.com Inc (AMZN)

Luxor Capital Group, LP added to a holding in Amazon.com Inc by 69.97%. The purchase prices were between $1725.45 and $2020.99, with an estimated average price of $1854.66. The stock is now traded at around $1754.60. The impact to a portfolio due to this purchase was 2.76%. The holding were 66,975 shares as of .

Added: Pegasystems Inc (PEGA)

Luxor Capital Group, LP added to a holding in Pegasystems Inc by 24.24%. The purchase prices were between $67.48 and $78.84, with an estimated average price of $72.32. The stock is now traded at around $73.37. The impact to a portfolio due to this purchase was 2.51%. The holding were 3,283,315 shares as of .

Added: Ally Financial Inc (ALLY)

Luxor Capital Group, LP added to a holding in Ally Financial Inc by 67.64%. The purchase prices were between $30.01 and $35.05, with an estimated average price of $32.37. The stock is now traded at around $30.84. The impact to a portfolio due to this purchase was 2.27%. The holding were 2,949,874 shares as of .

Added: Autodesk Inc (ADSK)

Luxor Capital Group, LP added to a holding in Autodesk Inc by 2160.01%. The purchase prices were between $140.08 and $174.19, with an estimated average price of $155.67. The stock is now traded at around $158.14. The impact to a portfolio due to this purchase was 1.38%. The holding were 169,049 shares as of .

Sold Out: Zoom Video Communications Inc (ZM)

Luxor Capital Group, LP sold out a holding in Zoom Video Communications Inc. The sale prices were between $76.04 and $102.2, with an estimated average price of $90.11.

Sold Out: PowerShares QQQ Trust Ser 1 (QQQ)

Luxor Capital Group, LP sold out a holding in PowerShares QQQ Trust Ser 1. The sale prices were between $180.73 and $195.29, with an estimated average price of $189.57.

Sold Out: Alphabet Inc (GOOG)

Luxor Capital Group, LP sold out a holding in Alphabet Inc. The sale prices were between $1097.95 and $1250.41, with an estimated average price of $1182.53.

Sold Out: Eventbrite Inc (EB)

Luxor Capital Group, LP sold out a holding in Eventbrite Inc. The sale prices were between $15.97 and $19.77, with an estimated average price of $17.52.

Sold Out: CrowdStrike Holdings Inc (CRWD)

Luxor Capital Group, LP sold out a holding in CrowdStrike Holdings Inc. The sale prices were between $53.46 and $99.65, with an estimated average price of $79.26.



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